Appleton Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $200K | Buy |
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2025
Q1 | – | Sell |
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2024
Q4 | $205K | Sell |
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2024
Q3 | $248K | Sell |
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2024
Q2 | $249K | Sell |
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2024
Q1 | $266K | Sell |
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2023
Q4 | $388K | Sell |
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2023
Q3 | $385K | Sell |
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2023
Q2 | $423K | Sell |
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2023
Q1 | $420K | Buy |
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2022
Q4 | $393K | Sell |
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2022
Q3 | $377K | Sell |
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2022
Q2 | $405K | Buy |
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2022
Q1 | $349K | Sell |
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2021
Q4 | $379K | Buy |
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2021
Q3 | $318K | Sell |
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2021
Q2 | $342K | Sell |
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2021
Q1 | $347K | Sell |
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2020
Q4 | $354K | Sell |
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2020
Q3 | $354K | Sell |
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2020
Q2 | $374K | Sell |
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2020
Q1 | $362K | Sell |
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2019
Q4 | $510K | Sell |
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2019
Q3 | $545K | Sell |
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2019
Q2 | $559K | Sell |
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2019
Q1 | $535K | Sell |
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2018
Q4 | $535K | Buy |
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2018
Q3 | $570K | Sell |
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2018
Q2 | $542K | Sell |
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2018
Q1 | $664K | Sell |
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2017
Q4 | $730K | Sell |
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2017
Q3 | $724K | Buy |
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2017
Q2 | $682K | Sell |
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2017
Q1 | $689K | Buy |
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